The Securities and Exchange Commission has not necessarily reviewed the information in this filing and has not determined if it is accurate and complete.
The reader should not assume that the information is accurate and complete.

UNITED STATES SECURITIES AND EXCHANGE COMMISSION
Washington, D.C. 20549
FORM 13F

FORM 13F INFORMATION TABLE
OMB APPROVAL
OMB Number: 3235-0006
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COLUMN 1 COLUMN 2 COLUMN 3 COLUMN 4 COLUMN 5 COLUMN 6 COLUMN 7 COLUMN 8
VALUE SHRS OR SH/ PUT/ INVESTMENT OTHER VOTING AUTHORITY
NAME OF ISSUER TITLE OF CLASS CUSIP FIGI (to the nearest dollar) PRN AMT PRN CALL DISCRETION MANAGER SOLE SHARED NONE
APPLIED MATLS INC COM 038222105   25,025,753 203,743 SH   SOLE   25,025,753 0 0
CANADIAN PACIFIC KANSAS CITY COM 13646K108   9,966,577 129,537 SH   SOLE   9,966,577 0 0
DEERE & CO COM 244199105   10,495,410 25,420 SH   SOLE   10,495,410 0 0
DEXCOM INC COM 252131107   11,930,524 102,690 SH   SOLE   11,930,524 0 0
EXXON MOBIL CORP COM 30231G102   17,684,539 161,267 SH   SOLE   17,684,539 0 0
GENERAL MTRS CO COM 37045V100   9,630,517 262,555 SH   SOLE   9,630,517 0 0
LIVENT CORP COM 53814L108   9,084,672 418,263 SH   SOLE   9,084,672 0 0
MICRON TECHNOLOGY INC COM 595112103   8,684,857 143,932 SH   SOLE   8,684,857 0 0
NVIDIA CORPORATION COM 67066G104   5,114,579 18,413 SH   SOLE   5,114,579 0 0
OCCIDENTAL PETE CORP COM 674599105   5,054,832 80,968 SH   SOLE   5,054,832 0 0
REPUBLIC SVCS INC COM 760759100   25,949,665 191,907 SH   SOLE   25,949,665 0 0
TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS 874039100   24,611,697 264,585 SH   SOLE   24,611,697 0 0
TE CONNECTIVITY LTD SHS H84989104   11,813,730 90,078 SH   SOLE   11,813,730 0 0
UNITEDHEALTH GROUP INC COM 91324P102   12,944,240 27,390 SH   SOLE   12,944,240 0 0
WASTE MGMT INC DEL COM 94106L109   13,372,271 81,953 SH   SOLE   13,372,271 0 0
WILLSCOT MOBIL MINI HLDNG CO COM CL A 971378104   11,815,354 252,034 SH   SOLE   11,815,354 0 0